Adept Office Manager/Insurance Agent with a proven track record enhancing client retention and satisfaction through expert client communication and IMS software proficiency. Excelled in cross-selling and negotiating improved insurance rates, demonstrating exceptional customer service and analytical skills.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Office Manger/Insurance Agent
Zelasco Insurance Agency, Ron Dunn Insurance DBA
06.1997 - 03.2024
Maintained professional, organized, and safe environment for employees and patrons.
Onboarded new employees with training.
Utilized IMS software to effectively track client interactions, manage leads, and maintain accurate records.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Responded to customer calls swiftly to resolve issues and answer questions.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients' unique situations.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Cross-sold insurance products to existing clients.
Finalized sales and collected necessary deposits.
Insurance Agent
Peterson Insurance Agency
09.1988 - 06.1997
Calculated quotes and educated potential clients on insurance options.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Designed presentations and marketing materials to promote insurance products.
Education
Chemistry
Clarion University of Pennsylvania
Clarion, PA
Associate of Science - Medical Laboratory Technology
Community College of Beaver County
Monaca, PA
School of Pharmacy For Medical Lab. Technology
Duquesne University
Pittsburgh, PA
High School Diploma -
Western Beaver Jr./Sr. High School
Industry, PA
Skills
IMS Software
Customer follow-up
Lead Development
Various Insurance Carriers Quotes
Customer Service
Client Retention
Policy Renewals
Claims reporting systems
Certification
Licensed Insurance Agent
MLT- ASCP Certification (Medical Laboratory Technician - American Society of Clinical Pathologists)
Timeline
Office Manger/Insurance Agent
Zelasco Insurance Agency, Ron Dunn Insurance DBA
06.1997 - 03.2024
Insurance Agent
Peterson Insurance Agency
09.1988 - 06.1997
Chemistry
Clarion University of Pennsylvania
Associate of Science - Medical Laboratory Technology
Community College of Beaver County
School of Pharmacy For Medical Lab. Technology
Duquesne University
High School Diploma -
Western Beaver Jr./Sr. High School
Licensed Insurance Agent
MLT- ASCP Certification (Medical Laboratory Technician - American Society of Clinical Pathologists)
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